Financial Planning
FINANCIAL PLANNING REPORT FOR MR.AJAY SHARMA
Prepared By
TABLE OF CONTENTS Contents: Page nos.
Assumptions & Risk Profile -------------------------------------------------------------------------------------------------------------------------------------------3 Asset Allocation Bucket --------------------------------------------------------------------------------------------------------------------------------------------------4 Existing Investments Review ----------------------------------------------------------------------------------------------------------------------------5 Hold & Sell ------------------------------------------------------------------------------------------------------------------------------------10 Equity Review -------------------------------------------------------------------------------------------------------------------------------------12 Goal Calendar ----------------------------------------------------------------------------------------------------------------------------------------------------------13 Net Worth -----------------------------------------------------------------------------------------------------------------------------------------------------------14 Protection Analysis -------------------------------------------------------------------------------------------------------------------------------------------------16 Cash Flow ----------------------------------------------------------------------------------------------------------------------------------------------------------------18 Free Cash Allocation ---------------------------------------------------------------------------------------------------------------------------------------------19 Goal 1 ---------------------------------------------------------------------------------------------------------------------------------------------------20 Goal 2
Prepared By
TABLE OF CONTENTS Contents: Page nos.
Assumptions & Risk Profile -------------------------------------------------------------------------------------------------------------------------------------------3 Asset Allocation Bucket --------------------------------------------------------------------------------------------------------------------------------------------------4 Existing Investments Review ----------------------------------------------------------------------------------------------------------------------------5 Hold & Sell ------------------------------------------------------------------------------------------------------------------------------------10 Equity Review -------------------------------------------------------------------------------------------------------------------------------------12 Goal Calendar ----------------------------------------------------------------------------------------------------------------------------------------------------------13 Net Worth -----------------------------------------------------------------------------------------------------------------------------------------------------------14 Protection Analysis -------------------------------------------------------------------------------------------------------------------------------------------------16 Cash Flow ----------------------------------------------------------------------------------------------------------------------------------------------------------------18 Free Cash Allocation ---------------------------------------------------------------------------------------------------------------------------------------------19 Goal 1 ---------------------------------------------------------------------------------------------------------------------------------------------------20 Goal 2